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Clients

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  • Preferred Employee
  • How to print formulas
  • How to upload images to your client card
  • How to search clients by referrals and run a marketing campaign
  • How to merge client cards
  • How to setup referral
  • How to un-suspend a client
  • How to suspend a client
  • How to search clients by creation
  • How to search using a client's post codes
  • How to search a client's occupation
  • How to search a client's Referrals
  • How to search for a client by Loyalty points/dollars
  • Search client birthdays
  • Top client search
  • How to search clients
  • How to create a new client
  • How to search clients by retention and run a marketing campaign
  • Client communication history
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